Energizer Holdings, Inc. (ENR) reported second-quarter fiscal 2024 results, wherein its bottom line surpassed the Zacks Consensus Estimate. Its adjusted earnings of 72 cents per share beat the Zacks Consensus Estimate of 67 cents. Also, the bottom line increased 13% from the year-ago quarter’s reported figure.This current Zacks Rank #2 (Buy) company reported net sales of $663.3 million, which were almost in line with the Zacks Consensus Estimate but fell 3% from the year-ago quarter’s reading. Organic sales ...

财务数据和关键指标变化 - 净销售额下降3%,有机销售额下降2.7%,主要受到战略性定价和促销投资的影响 [30] - 调整后毛利率提升260个基点至40.5%,主要得益于项目动力计划带来的节省以及原材料和运输成本下降 [30][31] - 调整后EBITDA和调整后每股收益分别为1.425亿美元和0.72美元,同比增长13% [33] - 自由现金流在前6个月达到1.63亿美元,占销售额11.8%,公司偿还了1.41亿美元债务 [34][35] 各条业务线数据和关键指标变化 电池业务 - 有机销售额下降约4%,与预期一致,主要受到分销改善和体积改善的影响 [12] - 全球电池体积和价值均呈现增长,其中全球电池体积增长近3.5% [13] - 美国电池体积增长2.8%,私有品牌份额呈下降趋势 [14] - 公司维持谨慎的定价和促销策略,提升毛利率的同时保持需求 [15][16] 汽车护理业务 - 有机销售额增长2%,外观业务增长近9% [18] - 分部利润提升近600个基点,已恢复至疫情前水平 [19] - 项目动力计划在本季度带来2000万美元的节省,累计节省近1亿美元 [19] 各个市场数据和关键指标变化 - 公司在全球约100个市场通过分销商开展业务,正在分析这些市场的机会,选择有潜力的市场直接服务 [25][26] - 国际业务在本季度有4.2%的增长 [60] 公司战略和发展方向及行业竞争 - 公司已完成修复利润率的阶段,现正进入投资增长的阶段 [21][22] - 重点投入电商能力、数字化转型、品牌分销、国际市场拓展以及创新管线 [23][24][25][26][27] - 行业整体呈现积极趋势,电池体积和价值均有增长,私有品牌份额有所下降 [13][14] 管理层对经营环境和未来前景的评论 - 外部环境仍有挑战,但公司已做好应对准备,有信心在下半年实现增长 [44][45] - 预计第三季度有机销售额增长约1%,调整后每股收益增长20% [37] - 全年有机销售额预计持平至下降个位数,调整后毛利率提升100个基点以上 [38] 问答环节重要的提问和回答 问题1 **Robert Ottenstein 提问** 询问第三季度的定价和促销策略 [43][50][51] **Mark LaVigne 和 John Drabik 回答** 预计第三季度定价和促销策略与第二季度保持一致,将抵消部分体积增长,但仍能实现约1%的有机销售额增长 [51][52] 问题2 **Lauren Lieberman 提问** 询问汽车护理业务的利润率是否为高点,以及未来的分销增长情况 [58][59][60] **Mark LaVigne 和 John Drabik 回答** 汽车护理业务的利润率有望保持在当前水平,未来还有进一步提升空间;公司在国内外渠道都取得了分销增长 [59][60] 问题3 **Dara Mohsenian 提问** 询问电池业务在不同渠道的表现情况 [93][96] **Mark LaVigne 回答** 公司电池业务覆盖各类渠道,包括受经济环境影响较大的非跟踪渠道也呈现改善趋势,为公司带来信心 [96]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________ FORM 10-Q _______________________________ (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36837 _________________________________________________________ ...

Fiscal 2024 Q2 Earnings Outlook + May 7, 2024 Forward-Looking Statements This document contains both historical and forward-looking statements. Forward-looking statements are not based on historical facts but instead reflect our expectations, estimates or projections concerning future results or events, including, without limitation, the future sales, gross margins,costs, earnings, cash flows, tax rates and performance of the Company. These statements generally can be identified by the use of forward-lookin ...

For the quarter ended March 2024, Energizer Holdings (ENR) reported revenue of $663.3 million, down 3% over the same period last year. EPS came in at $0.72, compared to $0.64 in the year-ago quarter.The reported revenue represents a surprise of +0.05% over the Zacks Consensus Estimate of $662.96 million. With the consensus EPS estimate being $0.67, the EPS surprise was +7.46%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stre ...

Energizer Holdings (ENR) came out with quarterly earnings of $0.72 per share, beating the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.64 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.46%. A quarter ago, it was expected that this battery and personal care products company would post earnings of $0.57 per share when it actually produced earnings of $0.59, delivering a surprise of 3.51%.Over t ...

Exhibit 99.1 Energizer Holdings, Inc. 533 Maryville University Dr. St. Louis, MO 63141 FOR IMMEDIATE RELEASE Company Contact Jon Poldan Vice President, Treasurer & Investor Relations 314-985-2349 May 7, 2024 Jonathan.Poldan@energizer.com Energizer Holdings, Inc. Announces Fiscal 2024 Second Quarter Results • Net sales for the quarter decreased 3.0% and organic Net sales declined 2.7% versus the prior year, in line with our financial outlook.1 ◦ The Auto Care segment's Net sales increased 2.3% in the quarter ...

ST. LOUIS, April 9, 2024 /PRNewswire/ -- Energizer Holdings, Inc. (NYSE: ENR) will report its Second Quarter Fiscal Year 2024 results before the market opens on May 7. Energizer also will discuss its results during an investor conference call that will be webcast beginning at 10 a.m. ET. The call will be hosted by Mark LaVigne, Chief Executive Officer, and John Drabik, Chief Financial Officer. All interested parties may access a live webcast of this conference call at www.energizerholdings.com, under the In ...

公司概况 - Energizer Holdings, Inc. (NYSE:ENR)是一家提供家用、汽车和照明产品的公司，其产品包括各种类型的电池技术[2] - Energizer拥有数千个全球商标，包括Energizer、Rayovac和Eveready等品牌[5] 财务表现 - Energizer最近的收益表现好于预期，EPS和季度收入均优于分析师预期[7] - Energizer预计2024年调整后的EBITDA在6亿美元至6.2亿美元之间，调整后的EPS接近3.10美元至3.30美元[8] 债务和财务结构 - Energizer的总负债规模不小，公司的债务总额为33亿美元[14] - Energizer通过信贷协议结构化债务，包括4亿美元的循环信贷额度和5.5亿美元的担保期限贷款，到期日为2027年[15] 业务策略和增长机会 - Energizer的业务策略侧重于全球扩张、不断创新和适应市场趋势，同时致力于加强现有品牌、开发新产品和探索新的增长机会[16] - Energizer最近收购了比利时的电池制造资产和APS的原材料，这些收购可能加速未来净销售增长[12] 估值和股价展望 - 在最乐观的情况下，WACC可能会降低，这要归功于债务偿还[19] - 在最乐观的情况下，每股价格可能达到37美元[26] 风险和挑战 - Energizer面临着来自竞争对手的激烈竞争，以及品牌形象受损、质量或安全问题、诉讼和产品召回等风险[31]

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